TRAIN BABCOCK ADVISORS LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 132 filers reported holding SPDR INDEX SHS FDS in Q3 2014. The put-call ratio across all filers is 1.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
TRAIN BABCOCK ADVISORS LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2017$227,000
+0.9%
5,808
-1.7%
0.10%
-2.0%
Q1 2017$225,000
-27.9%
5,908
-31.7%
0.10%
-21.1%
Q4 2016$312,000
-2.8%
8,653
-0.6%
0.13%
-0.8%
Q3 2016$321,000
+2.2%
8,703
-2.6%
0.13%
+3.2%
Q2 2016$314,000
+3.6%
8,933
+3.3%
0.12%
+3.3%
Q1 2016$303,000
+4.8%
8,647
-0.1%
0.12%
+10.0%
Q4 2015$289,000
-1.7%
8,654
-0.2%
0.11%
+5.8%
Q3 2015$294,000
-18.6%
8,674
-0.6%
0.10%
-8.8%
Q2 2015$361,000
-2.4%
8,724
-1.2%
0.11%
-1.7%
Q1 2015$370,000
+55.5%
8,829
+72.1%
0.12%
+41.5%
Q3 2014$238,000
-16.2%
5,129
-7.7%
0.08%
-10.9%
Q2 2014$284,000
+12.7%
5,554
+6.9%
0.09%
+13.6%
Q1 2014$252,000
-1.2%
5,194
-3.2%
0.08%
-8.0%
Q4 2013$255,0000.0%5,366
-1.6%
0.09%
-8.3%
Q3 2013$255,0005,4510.10%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2014
NameSharesValueWeighting ↓
Silver Lake Advisory, LLC 121,864$4,648,0002.37%
Towerpoint Wealth, LLC 111,976$4,271,0002.05%
Beta Wealth Group, Inc. 73,529$2,804,0002.04%
Mount Lucas Management LP 113,706$4,337,0001.28%
Harborview Advisors, LLC 49,403$1,884,0001.14%
American Institute for Advanced Investment Management, LLP 30,058$1,146,0000.88%
Allen Capital Group, LLC 90,635$3,457,0000.76%
Mount Yale Investment Advisors, LLC 87,235$3,327,0000.43%
BRANDYWINE OAK PRIVATE WEALTH LLC 75,876$2,893,0000.43%
Coastline Trust Co 71,035$2,709,0000.35%
View complete list of SPDR INDEX SHS FDS shareholders